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Calendar Keyword Filter
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Add state of residence of contact without an address · Received
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Option to make fields required when entering accounts
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Drivers license info feed into Laser App · Received
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Date of birth field, allow entry without slashes and have system automatically insert slashes. · Received
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Reminders for Account Renewals · Received
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Contact Details - custom field
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professional contact · Received
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If we are going to get any use out of the birthday feature, we need to get a notification of a birthday one week in advance to send a card.
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Bulk Action in Reports · Received
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address requirements · Received
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Be able to remove account types we don't use
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Sync Department Email History · Received
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tagging contact in notes with @ sign or some other way · Received
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View docs in the CRM and in Imaging.
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Add Future activities or To Do List for next client meeting that isn't tied to a date. · Received
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Sync account beneficiary information from Redtail to Emoney · Received
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slow
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Email's sent regarding an activity need improvement · Received
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Require Activities to be Templates